Smart investingwithout the hassle.

Smart, diversified, and all about you.

Every investor is different, that’s why identifying the right mix of investments is so important. We start by asking a few simple questions. Then we take it from there and create an asset allocation designed to your specific goals and risk tolerance. We use time-tested strategies and Modern Portfolio Theory to allocate and diversify your money across a broad selection of global stocks and bonds.

We’ll help you find the right investment mix.

Stock Funds

US Large Companies

US Medium Companies

US Small Companies

Int’l Developed Companies

Money Market

Bond Funds

US Short-Term

US Intermediate-Term

High Yield

Community Development

Lower risk/Lower return

Higher risk/higher return

Built for smart and efficient performance.

Performance begins with intelligent design and continues with smart investor behavior. EarthFolio optimizes your performance by building a diversified foundation of best-of-class sustainable funds. These funds feature established track records, strong management, and no commissions or transaction fees.

Once you’re invested, EarthFolio helps you navigate the emotional ups and downs of the market by automatically rebalancing your portfolio—helping you stay on track.

EarthFolio Optimizes Your Performance

Managed, so you can stay calm & invest on.

EarthFolio saves you time and needless stress by carefully monitoring and managing your money over the life of your account. We’ll keep you in the loop with secure online access that’s as close as your phone. And, for those times you’d prefer a more human touch, a live and knowledgeable person you can speak with.

We use an independent custodian for your protection.

Your EarthFolio assets are held at TD Ameritrade, one of the world’s largest discount brokerage firms and a member of the Securities Investors Protection Corporation (SIPC) with asset protection up to $500,000. For details please visit SIPC.org

and

A portfolio that lets you live your life.

EarthFolio is a revolutionary online investment platform that provides expert sustainable investing* advice. Using an intuitive interface and a radically low cost structure, EarthFolio allows you to invest in an automated portfolio designed with your financial and sustainable goals in mind. Each portfolio is constructed using mutual funds screened on up to 10 ESG (environmental, social, and corporate governance) criteria. The screens seek best-of-class companies in areas such as clean tech, equal employment, human rights, and animal welfare, while also minimizing companies profiting from tobacco, weapons, or gambling. Getting started is quick and easy. Just answer a few straightforward questions, select your portfolio, and EarthFolio will do the rest. It’s what we call investing for good. Simply.*Also known as socially responsible investing, socially conscious investing, ethical investing, and green investing.

EarthFolio is managed by Blue Marble Investments, LLC, a Registered Investment Advisor with the state of California. Accounts are held by TD Ameritrade Institutional, a member of the Securities Investor Protection Corporation which protects investors up to $500,000. See SIPC.org for more details.

Not FDIC insured * No Bank Guarantee * May Lose Value. Investing in securities involves risk, and there is always the potential of losing money when you invest. Before investing, consider your investment objectives and EarthFolio’s fees and expenses. Past performance does not guarantee future results. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Blue Marble Investments, LLC is not registered.